TOM's eMail Module

TOM's own e-mail client has been discontinued with TOM version 13. This means that you can no longer receive e-mails in TOM directly, but of course you can still send mails using your standard e-mail client. Users of previous TOM Mail still have access to existing e-mail records.

 

Outgoing eMail (when created from within TOM) is stored with each project / quote
and can also be viewed in an unfiltered list in the eMail Module.

 

The new e-mail module offers two core features:

1.Web mail interface and semi-automatic import of individual messages
2.Overview of e-mails sent from TOM (esp. project e-mails)

 

To open the E-Mail window click the  Mail  tile on the Dashboard.

 

Note   The options for sending individual e-mail messages - esp. project mails - are described in the Help chapter on Programm Settings

 

 

Web mail interface

Many e-mail providers offer a web interface for the online management of e-mail traffic (G-Mail, Hotmail etc.). TOM's Mail module offers direct access to this web interface.

The web browser in TOM needs to point to a specific web address.
To define multiple web addresses (URLs) go to Program Settings >E-Mail/AddrFormat.

 

After defining one or more URLs in Program Settings you can select any of these to show in TOM's Mail screen.

 
Manual storage of incoming eMail

This feature enables you to store incoming e-mail, such as order placements by a customer, in TOM. (Since this function is not fully automatic at this time, requiring manual action, it may not be efficient enough to be used for all incoming messages, but only for those of importance to project history.)

Procedure
Use Drag & Drop to copy body, subject, sender from  the e-mail into the relevant TOM fields. Then assign these to a specific project or quote  by clicking on the respective button.

 

Complete List of E-Mail Sent

Since all outgoing mails - esp. project-related mails - are stored in TOM you may at times want to refer to a particular message and possibly, send it again. Here you will find a list of all e-mail messages sent.

To enter, click the  E-Mail sent >   button at the top right in the Mail window.